Drop your documents in, in any order
PDFs, phone photos and Word or Excel files, many at once. We read each one into drafts for the property, loan or person it names.
What does it read?
Loans and accounts
Loan and bank statements, and loan applications.
Rent and costs
Property manager's statements, leases, rates, strata, land tax, insurance and invoices.
Buying and value
Contracts of sale, settlement statements and valuations.
People and past years
Fact finds from your broker's forms, and last year's rental schedule.
Can I add a bank export?
Yes: CSV, OFX, QFX or XLSX. Each gives the period it covers, and the balance where the export shows one.
Does anything change before I check?
No
Accept all, or leave some out and accept the rest.
Where two disagree
You choose which figure stands.
Its source
Each figure keeps the document and page it came from.
How else do documents come in?
Documents in
What to have to hand, and how to add it.
Setup
What's recorded, and what's still to record.
From your tools
Client import and Zapier, on Business.
For firms
Your client drops them in on your request.